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Arkadios Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Arkadios Wealth Advisors’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Sell
5,285
-193
-4% -$9.8K ﹤0.01% 1479
2026
Q1 		$292K Sell
5,478
-124
-2% -$7.28K ﹤0.01% 1369
2025
Q4 		$348K Sell
5,602
-29
-0.5% -$1.79K 0.01% 1179
2025
Q3 		$338K Buy
5,631
+361
+7% +$22.1K 0.01% 1111
2025
Q2 		$330K Sell
5,270
-56
-1% -$3.37K 0.01% 1019
2025
Q1 		$321K Sell
5,326
-376
-7% -$23.4K 0.01% 884
2024
Q4 		$333K Buy
5,702
+2
+0% +$119 0.02% 687
2024
Q3 		$338K Buy
5,700
+740
+15% +$42.3K 0.02% 670
2024
Q2 		$278K Buy
4,960
+965
+24% +$54K 0.02% 658
2024
Q1 		$234K Sell
3,995
-444
-10% -$25.1K 0.02% 611
2023
Q4 		$240K Sell
4,439
-869
-16% -$42.4K 0.02% 600
2023
Q3 		$257K Sell
5,308
-192
-3% -$10.2K 0.02% 542
2023
Q2 		$311K Buy
5,500
+358
+7% +$19.7K 0.04% 433
2023
Q1 		$278K Buy
5,142
+1
+0% +$53 0.03% 461
2022
Q4 		$270K Buy
5,141
+899
+21% +$45.6K 0.04% 435
2022
Q3 		$200K Buy
4,242
+37
+0.9% +$1.92K 0.03% 495
2022
Q2 		$212K Sell
4,205
-71
-2% -$3.87K 0.03% 493
2022
Q1 		$261K Buy
4,276
+223
+6% +$13.3K 0.03% 462
2021
Q4 		$267K Buy
4,053
+901
+29% +$57.7K 0.04% 480
2021
Q3 		$197K Buy
3,152
+272
+9% +$17.4K 0.03% 510
2021
Q2 		$173K Buy
2,880
+912
+46% +$52.7K 0.02% 573
2021
Q1 		$108K Sell
1,968
-186
-9% -$10.3K 0.02% 524
2020
Q4 		$117K Buy
2,154
+186
+9% +$9.72K 0.02% 414
2020
Q3 		$103K Buy
1,968
+366
+23% +$17.7K 0.05% 284
2020
Q2 		$73.1K Buy
1,602
+102
+7% +$4.36K 0.04% 312
2020
Q1 		$56.3K Sell
1,500
-120
-7% -$5.05K 0.04% 320
2019
Q4 		$73.8K Buy
+1,620
New +$68.1K 0.04% 272

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's IHI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 3.5% in Q2 2026, selling an estimated $9.8K and leaving 5,285 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Arkadios Wealth Advisors first reported a position in IHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $348K in Q4 2025. 501 funds tracked by Wall St. Rank hold IHI as of Q2 2026.

  • Arkadios Wealth Advisors held 5,285 shares of iShares US Medical Devices ETF worth $261K as of Q2 2026.
  • Arkadios Wealth Advisors sold 193 iShares US Medical Devices ETF shares in Q2 2026, an estimated $9.8K.
  • iShares US Medical Devices ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1479 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's iShares US Medical Devices ETF position peaked at $348K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.